{"id":28458,"date":"2025-06-19T15:08:29","date_gmt":"2025-06-19T20:08:29","guid":{"rendered":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/?page_id=28458"},"modified":"2026-02-23T13:27:26","modified_gmt":"2026-02-23T19:27:26","slug":"forms-and-resources","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/srp\/forms-and-resources\/","title":{"rendered":"Forms &amp; Resources"},"content":{"rendered":"\n\t\t\t\t\t<div id=\"cfct-build-28458\" class=\"cfct-build grid\">\n\t\t\t\t\t\t<div class=\"row\"><div class=\"col-md-12 cfct-block\">\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><p><a class=\"btn btn-primary btn-md\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/srp\/\">Main Page<\/a>\u00a0 \u00a0 \u00a0\u00a0 <a class=\"btn btn-primary btn-md\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/srp\/roll-ins-transfers\/\">Roll Ins &amp; Transfers<\/a>\u00a0 \u00a0 \u00a0 \u00a0<a class=\"btn btn-primary btn-md\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/srp\/distributions\/\">Distributions &amp; Loans<\/a>\u00a0 \u00a0 \u00a0 \u00a0 \u00a0<a class=\"btn btn-primary btn-md\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/srp-faqs-about-srp\/\">\u00a0 \u00a0FAQs \u00a0 <\/a>\u00a0 \u00a0 \u00a0 \u00a0<a class=\"btn btn-primary btn-md\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/srp\/committee\/\">\u00a0 Committee\u00a0\u00a0<\/a><\/p>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module cfct-divider\">\n\t\t\t\t<hr class=\"\" \/>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-rich-text\">\n\t\t\t\t<div class=\"cfct-mod-content copy\"><h2><a id=\"Annual\"><\/a>Forms &amp; Resources<\/h2>\n<h4>Plan document &amp; Investment Policy statement<\/h4>\n<ul>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/InvestmentPolicyStatement-403bSRPAC.pdf\" target=\"_blank\">UW 403(b) SRP Investment Policy Statement<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/UW_403(b)_SRP_Plan_Document.pdf\" target=\"_blank\">UW 403(b) SRP Plan Document<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/UW-403(b)-SRP-Investment-Subcommittee-Charter.pdf\" target=\"_blank\">UW 403(b) SRP Investment Subcommittee Charter<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li>\n<li><a href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/ret\/srp\/403b-spanish\/\">Spanish Resource Page<\/a><\/li>\n<\/ul>\n<p>&nbsp;<\/p>\n<\/div>\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-tabs-accordions\">\n\t\t\t\t    <div class=\"bs-accordion \">\n        <div id=\"mpdee\" class=\"panel-group\">\n        \n            <div class=\"panel panel-default \" id=\"panel_enrollment\">\n    <div class=\"panel-heading\" id=\"heading_enrollment\">\n        <h4 class=\"panel-title\"><button href=\"#enrollment\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"enrollment\">Enrollment<\/button><\/h4>    <\/div>\n    <div id=\"enrollment\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_enrollment\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <h6>EZ Enrollment<\/h6><ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/ezenroll.pdf\" target=\"_blank\">EZ Enrollment<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul><h6>Salary Reduction Agreement (SRA)<\/h6><ul><li><a href=\"http:\/\/www.tiaa.org\/public\/tcm\/uwsa\/home\" target=\"_blank\" rel=\"noopener\">TIAA\u00a0<\/a><\/li><li><a href=\"http:\/\/www.NetBenefits.com\/UofW\" target=\"_blank\" rel=\"noopener\">Fidelity<\/a><\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/ret\/srp\/sra.pdf\" target=\"_blank\">Salary Reduction Agreement<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul><h6>Paper Applications<\/h6><ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/ret\/srp\/pubs\/TIAA-application.pdf\" target=\"_blank\">TIAA Application<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n\u00a0 University of Wisconsin TIAA Plan ID Number is 100988<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/ret\/srp\/pubs\/Fidelity-Paper-Enrollment-Form.pdf\" target=\"_blank\">Fidelity Application<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n - University of Wisconsin Fidelity Plan Number is 82828 (enter on page 2 beneath Name of Employer)<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            \n    <\/div>\n<\/div>\n\n\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-tabs-accordions\">\n\t\t\t\t    <div class=\"bs-accordion \">\n            <div class=\"accordion-all-buttons\">\n          <a href=\"#\" class=\"accordions-showall btn btn-primary btn-xs\" role=\"button\" data-panel=\"r5qfm\"><span class=\"uw-resize-full\">Open All<\/span><\/a>\n        <\/div>\n        <div id=\"r5qfm\" class=\"panel-group\">\n        \n            <div class=\"panel panel-default \" id=\"panel_annual-reports\">\n    <div class=\"panel-heading\" id=\"heading_annual-reports\">\n        <h4 class=\"panel-title\"><button href=\"#annual-reports\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"annual-reports\">Annual Reports<\/button><\/h4>    <\/div>\n    <div id=\"annual-reports\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_annual-reports\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/2024-UW-403(b)-SRP-Annual-Report.pdf\" target=\"_blank\">SRP Annual Report 2024<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/2023-UW-403(b)-SRP-Annual-Report.pdf\" target=\"_blank\">SRP Annual Report 2023<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/2022-UW-403(b)-SRP-Annual-Report.pdf\" target=\"_blank\">SRP Annual Report \u2013 2022<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/2021-UW-403(b)-SRP-Annual-Report.pdf\" target=\"_blank\">SRP Annual Report \u2013 2021<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/advisory\/tsarc\/2020-UW-403(b)-TSA-Annual-Report.pdf\" target=\"_blank\">TSA Annual Report - 2020<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/advisory\/tsarc\/2019-UW-403(b)-TSA-Annual-Report.pdf\" target=\"_blank\">TSA Annual Report - 2019<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul><p>Note: Annual Reports 2020 and prior are listed with the former program name.\u00a0<\/p>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_fee-information\">\n    <div class=\"panel-heading\" id=\"heading_fee-information\">\n        <h4 class=\"panel-title\"><button href=\"#fee-information\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"fee-information\">Fee Information<\/button><\/h4>    <\/div>\n    <div id=\"fee-information\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_fee-information\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/403bfeestructure.pdf\" target=\"_blank\">UW 403(b) SRP 2023 Fee Structure<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_investment-information\">\n    <div class=\"panel-heading\" id=\"heading_investment-information\">\n        <h4 class=\"panel-title\"><button href=\"#investment-information\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"investment-information\">Investment Information<\/button><\/h4>    <\/div>\n    <div id=\"investment-information\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_investment-information\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <h6>UW 403(b) SRP Core Investment Line-up<\/h6><ul><li><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/UW403bInvestments.pdf\" target=\"_blank\" rel=\"noopener\">UW 403(b) SRP Core Investment Line-up<\/a><\/li><\/ul><h6>Flash Report<\/h6><ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/Flash-Report.pdf\" target=\"_blank\">UW March 2026 Flash Report<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            <div class=\"panel panel-default \" id=\"panel_transition-guides\">\n    <div class=\"panel-heading\" id=\"heading_transition-guides\">\n        <h4 class=\"panel-title\"><button href=\"#transition-guides\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"transition-guides\">Transition Guides<\/button><\/h4>    <\/div>\n    <div id=\"transition-guides\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_transition-guides\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <ul><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/fidelitytransitionguide.pdf\" target=\"_blank\">Fidelity Transition Guide<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><li><span class=\"doc-icon\"><a class=\"doc-type pdf\" href=\"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/download\/tiaatransitionguide.pdf\" target=\"_blank\">TIAA Transition Guide<span class=\"sr-only\"> pdf<\/span><\/a><\/span>\r\n<\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            \n    <\/div>\n<\/div>\n\n\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module uwsa-tabs-accordions\">\n\t\t\t\t<h3 class=\"cfct-mod-title \">Contact Information<\/h3>    <div class=\"bs-accordion \">\n        <div id=\"v9ocr\" class=\"panel-group\">\n        \n            <div class=\"panel panel-default \" id=\"panel_contact-information\">\n    <div class=\"panel-heading\" id=\"heading_contact-information\">\n        <h4 class=\"panel-title\"><button href=\"#contact-information\" data-toggle=\"collapse\" class=\"collapsed panel-link\" aria-expanded=\"false\" aria-controls=\"contact-information\">Contact Information <\/button><\/h4>    <\/div>\n    <div id=\"contact-information\" class=\"panel-collapse collapse\"  role=\"tabpanel\" aria-labelledby=\"heading_contact-information\" role=\"region\">\n        <div class=\"panel-body copy\">            \n            \n        <h6>Current Providers\u00a0<\/h6><ul><li><a href=\"https:\/\/www.tiaa.org\/public\/tcm\/uw\" target=\"_blank\" rel=\"noopener\">TIAA<\/a> | (800) 842-2776<ul><li>University of Wisconsin TIAA Plan ID Number is 100988<\/li><\/ul><\/li><\/ul><ul><li><a href=\"https:\/\/nb.fidelity.com\/public\/nb\/uofw\/home#\" target=\"_blank\" rel=\"noopener\">Fidelity Investments<\/a> | (800) 343-0860<ul><li>University of Wisconsin Fidelity Plan Number is 82828<\/li><\/ul><\/li><\/ul><h6>Past Providers<\/h6><ul><li><a href=\"http:\/\/troweprice.com\" target=\"_blank\" rel=\"noopener\">T. Rowe Price<\/a> (There are no balances remaining with T. Rowe Price.) | (800) 922-9945<\/li><li><a href=\"https:\/\/www.ameriprise.com\" target=\"_blank\" rel=\"noopener\">Ameriprise\/RiverSource Life Insurance<\/a> | In Madison: (608) 819-0500, National: (800) 862-7191\u00a0<\/li><li><a href=\"http:\/\/www.lfg.com\/\" target=\"_blank\" rel=\"noopener\">Lincoln National Life Insurance<\/a> | In Madison: (608) 231-2231, Statewide: (800) 967-2046<\/li><li><a href=\"https:\/\/im.bnymellon.com\/us\/en\/index.jsp\" target=\"_blank\" rel=\"noopener\">BNY Mellon (Dreyfus)<\/a>\u00a0| (800) 645-6561<\/li><li><a href=\"https:\/\/www.oneamerica.com\" target=\"_blank\" rel=\"noopener\">AUL (OneAmerica)<\/a>\u00a0| (800) 249-6269<\/li><li><a href=\"https:\/\/www.allspringglobal.com\/\" target=\"_blank\" rel=\"noopener\">Allspring Global<\/a> (formerly Wells Fargo, originally Strong) | (800) 222-8222\u00a0<\/li><li><a href=\"https:\/\/dws.com\/en-us\/\" target=\"_blank\" rel=\"noopener\">DWS (Scudder)<\/a> | (800) 728-3337<\/li><li><a href=\"https:\/\/www.securitybenefit.com\/\" target=\"_blank\" rel=\"noopener\">Security Benefit Life<\/a>\u00a0| (800) 888-2461<\/li><\/ul><h6>UW 403(B) SRP<\/h6><ul><li><a href=\"mailto:uw403b-srp@wisconsin.edu\">uw403b-srp@wisconsin.edu<\/a><\/li><\/ul>                <\/div>\n    <\/div>\n<\/div>\n            \n    <\/div>\n<\/div>\n\n\n\n\t\t\t<\/div>\n\t\t\t<div class=\"cfct-module cfct-lastupdate\">\n\t\t\t\t<div class=\"listing-module\"><p><span class=\"item-date\">Updated: 02\/23\/2026<\/span><\/p><\/div>\n\t\t\t<\/div><\/div><\/div>\n\t\t\t\t\t<\/div>\n\t\t\t\t\t","protected":false},"excerpt":{"rendered":"","protected":false},"author":6151,"featured_media":0,"parent":1244,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-28458","page","type-page","status-publish","hentry","cfct-can-haz-build"],"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages\/28458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/users\/6151"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/comments?post=28458"}],"version-history":[{"count":39,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages\/28458\/revisions"}],"predecessor-version":[{"id":36821,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages\/28458\/revisions\/36821"}],"up":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/pages\/1244"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/ohrwd\/benefits\/wp-json\/wp\/v2\/media?parent=28458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}